Home > Uncategorized > Behavior of Roll-Up and Calculated Fields in Quick view Form

Behavior of Roll-Up and Calculated Fields in Quick view Form

1. Roll-up field will not show value in a quick view form. It will be always empty

2. Calculated field will show  right value in a Quick view form

I had requirement to show calculated and roll-up fields of an lookup record in a form. I thought using quick view form it will be 5 minutes of work. But for my surprise quickview form shows all the fields of an lookup record with values except roll-up fields.  I thought it might be because of  lookup record has null value in roll-up field. But that’s not the case  when i opened lookup record it shows value in the roll-up field.

It seems like product bug when you add roll-up field in a quickview form it never  shows value.

So don’t use roll-up field in a Quick view form, You can add Calculated field in a quick view form and it works with out any issue.

Categories: Uncategorized
  1. Matt
    October 1, 2015 at 11:40 am

    I had a similar requirement and I ended up writing a workflow that copied the value of the rollup to a numerical field. I included that field on my Quick View and it got us what we needed.

    • October 2, 2015 at 12:21 pm

      Copying rollup value to numeric field may copy old data as you know rollup field calculated asyn. We tackled this issue same way but i force rollup field to re-calulate using custom workflow then copied to another field.

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